Trevor Looney, financial advisor Vancouver WA
93 score

Trevor Looney

CRD Number: 5285772
Current Firm: Key Investment Services LLC

Trevor Looney (CRD# 5285772) is an Investment Advisor Representative working at Key Investment Services LLC in Vancouver, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Tigard, OR Sep 2015 - Current 1
Wells Fargo Advisors Financial Network, LLC West Linn, OR Feb 2013 - Sep 2015 2
Gbs Financial Corp Santa Rosa, CA Aug 2012 - Feb 2013 < 1
Unemployed Portland, OR Sep 2011 - Aug 2012 < 1
Umpqua Investments, Inc. Portland, OR Jan 2007 - Sep 2011 4
Umpqua Bank Bend, OR Jul 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Trevor J. Looney
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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